Watch
Wins cluster in fewer months
Hit rate is only +41.7%. Gains arrive in bunches, so long red stretches are part of how this track works.
Pgim India Equity Portfolio Series I Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
PGIM INDIA ASSET MANAGEMENT PRIVATE LIMITED
Age: 12 months
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 8.71%
- Max DD
- -20.16%
- Calmar
- 0.43
- Track
- 12 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Most holding windows finished up
100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
13.10%
Annualised Return
8.71%
Hit Rate
41.67%
Maximum Drawdown
-20.16%
Annualised Volatility
27.31%
Sharpe Ratio
0.61
Sortino Ratio
0.37
Consistency Score
45.5%
PPerformance(27)RRisk(12)CConsistency(9)
- Average Monthly Return P
- 1.40%
- Geometric Mean Return P
- 1.13%
- Average Drawdown P
- -4.03%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 4 mo
- Return / Max Drawdown P
- 0.43
- Return / Avg Drawdown P
- 0.90
- Ulcer Index P
- 7.29%
- Positive Rolling Periods % P
- 100.00%
- Return Stability Score P
- 12.68
- Return Persistence P
- 0.17
- Worst Rolling 12M Return P
- 8.71%
- Best Rolling 12M Return P
- 8.71%
- Maximum Monthly Loss P
- -9.58%
- Worst 3-Month Period P
- -20.16%
- Worst 6-Month Period P
- -20.16%
- Return Smoothness Index P
- 9.36
- Worst Case Investor Entry P
- 8.71%
- Capital Preservation Score P
- 79.84%
- Aggressiveness Score P
- 7.88%
- Recovery Efficiency P
- 0.43
- Downside Volatility R
- 8.30%
- Upside Volatility R
- 24.62%
- Time in Drawdown % R
- 36.36%
- VaR 95% R
- -11.57%
- VaR 99% R
- -16.95%
- CVaR 95% R
- -11.57%
- CVaR 99% R
- -16.95%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 6.67%
- CAGR per Unit Drawdown R
- 0.43
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- 0.87
- Return Kurtosis C
- 1.29
- Coefficient of Variation C
- 5.65
- Calmar Ratio C
- 0.43
- Sterling Ratio C
- 0.90
- Burke Ratio C
- 0.42
Filings
Month-end SEBI filings. Missing months stay blank.
PGIM INDIA EQUITY PORTFOLIO SERIES I performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has PGIM INDIA EQUITY PORTFOLIO SERIES I performed?
- PGIM INDIA EQUITY PORTFOLIO SERIES I (PGIM INDIA ASSET MANAGEMENT PRIVATE LIMITED) shows CAGR 8.71% and max drawdown -20.16% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is PGIM INDIA EQUITY PORTFOLIO SERIES I CAGR / max drawdown?
- CAGR is 8.71%; max drawdown is -20.16%. We only publish CAGR when there are enough months (≥12 on this track of 12 months). Learn more
- Where do PGIM INDIA EQUITY PORTFOLIO SERIES I returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite PGIM INDIA EQUITY PORTFOLIO SERIES I?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more